See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,232 | $80,717-78.7% | $154,803-88.9% | $84,808-79.7% |
| Participation rate | 87.7% | 66.8%+20.9pp | 78.1%+9.6pp | 68.3%+19.4pp |
| Annual return | 10.83% | 37.96%-27.1pp | 58.88%-48.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $772 | $2,761-72.0% | $4,305-82.1% | $2,631-70.6% |
| Participant deferral / active EE | $2,065 | $3,303-37.5% | $5,540-62.7% | $4,212-51.0% |
| Admin fee / account holder | $1,818 | $6,746-73.0% | $14,329-87.3% | $7,344-75.2% |